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Create enrollment tasks from trial bookings with details

Create enrollment tasks from trial bookings with details

Your trial bookings often lack contact or date fields, leaving enrollment unable to schedule students. It creates a ready enrollment task for coordinators to action same day.

Create enrollment tasks from trial bookings with details

Overview

Missing contact or trial dates on bookings stalls enrollment and forces manual follow-up. This flow turns each booking into a ready enrollment task with missing-field comments left on the source task, so coordinators can schedule and outreach same day.

Create enrollment tasks from trial bookings with details